1. My Case Load Use of the Case Load Feature in OSOS

2. Staff Module Staff Detail Window My Case Load Tab Case Load is Empty

3. Adding Customers to My Case Load

4. Add to Case Load Gen. Info Tab

5. Record Saved Button Changes to “Remove From Case Load”

6. No Visible Case Load Yet Refresh Button My Case Load

7. Once Refreshed, Added Contacts Appear

8. Selected OSOS ID Numbers

9. Paste Click the Search Button Quick Search Tab

10. Select All

11. Add to Case Load Button Record(s) Saved

12. Once Refreshed, Added Contacts Appear Refresh Button My Case Load

13. My Case Load Tab Functions

14. Type Type Drop Down Menu Vet Status Date Added Name My Case Load

15. Access the Customer Detail General Info Tab Select One or More Customers Staff Detail Window Staff Module

16. Number of Records Customer Detail

17. Select All Checkbox My Case Load Type Defaults to Customer

18. Sorting Information in My Case Load

19. Date Added

20. Sort Data by Column Names Sorted A-Z

21. Descending Alphabetical Order

22. Printing My Case Load

23. Print Button

25. Using My Case Load In OSOS Functions

26. Customer Search Window List Search Tab Lookup List Select “My Case Load”

27. Search Button Select the Record List Name List Search Tab

28. Search Results

29. Select One or More Offices Geographic Tab

30. Options Button

31. Save Button Select One or More Criteria Default Buttons Your Default Choices Column Header

32. Drop Down Arrow Select Print List or Export Selected Criteria

33. Print Button Export (to Excel) Button

35. Correspond Button Selected Criteria Selected Customers

36. Activity Button Comments

37. Save Button

38. Removing Customer Records From My Case Load

39. Remove From Case Load Gen. Info Tab

40. Record Removed Message Add to Case Load Button

41. Remove From CL Customer Search Window

42. Record(s) Removed Message

43. Remove From Case Load My Case Load Tab

44. OK Button Not Really an Error Message

45. Click the Save Button

46. Employer Contacts

47. Add to Case Load Button Select a Single Contact Contact Info Tab Employer Module

48. Button Changes to “Remove From Case Load” Record Saved Message

49. Paste Employer ID Numbers Show Contacts Button Search Quick Search Tab

50. Add to Case Load Button Select Employer Contacts

51. Record(s) Saved Notification

52. Refresh Button My Case Load

53. No Vet Status Employer Name – Contact Name Defaults to Date Added Type Dropdown Menu

54. Access the Employer Detail General Info Tab Select One or More Employer Contacts Staff Detail Window Staff Module

55. Select Case Load Lookup List Select My Case Load Search Show Contacts Button List Search Tab

56. Remove From Case Load Button Contact Info Tab

57. Show Contacts Button Employer Search Window

58. Select Drop Down Arrow Select Contacts Click Remove From CL

59. Record Removed Message

60. Remove From Case Load Button

61. OK Button Not Really an Error Message

62. Click the Save Button

63. Employer Contact Selected Customer Contact Selected Buttons are Not Available Select All Checkbox is Not Accessible My Case Load Tab Type Set to All